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Financial Poise Glossary

Financial Poise Glossary

Accredited Investor

Accrual Basis Accounting

Alternative Investment

Asset Allocation

Asset Purchase Agreement

Asset-Test Ratio

Assignment and Assumption Agreement

Audited Financial Statements

Business Broker

Business Exit Professional

Capital Expenditures

Capital Structure

Carry / Carried Interest

Cash Basis Accounting

Certified Copies

Closing Conditions

Committed Capital

Concentration Risk

Confidential Information Memorandum

Consumer Price Index (CPI)

Contingent Value Rights

Contributory Negligence

Controlled Group

Corporate Investigation

Corporate Social Responsibility (CSR)

Creative Destruction

Credit Facility

Definitive Transaction Documents

Delisting Notice

Disclosure Schedules

Diversification

Due Diligence List

Economic Output

Economic shock (supply shock, demand shock)

Environmental, Social, and Governance (ESG)

Equity Crowdfunding vs. “Crowdfunding”

European Central Bank

Federal Fund Rate

Financial Asset

Financial Statements

FINRA (Financial Industry Regulatory Authority)

Fixed Asset Base

Floating-rate Notes

Follow-on Acquisition

General Partner

Going Concern Note

Good Standing Certificate

Green Technology

Income Statement

Indemnification

Independent Valuation Analyst

Initial Public Offering (IPO)

Intangible Property

Internal Rate of Return

Investment Advisor

Investment Bank

Investment Horizon

JOBS ACT of 2012 (Jumpstart Our Business Startups)

Leveraged Buyout (LBO)

Limited Liability Company (LLC)

Limited Partner

Limited Partnership (LP)

Limited Partnership Agreement (LPA)

Matching Principle

Merger Agreement

Merger Arbitrage

Modern Portfolio Theory

Money-Center Bank

Net Income Statement

Net Operating Income

Non-assignment Clause

Non-Disclosure Agreement

Non-Revolving Line of Credit

Organizational Documents

Preferred Stock

Private Equity Fund

Private Placement

Purchase Agreement

Qualified Business Income Deduction (QBI)

Quantitative Easing (QE)

Real Estate Investment Trust

Return/Return on Investment (ROI)

Reverse-Breakup Fee

Revolving Line of Credit (Revolver)

Risk-on/Risk-off

Rule 506(b) & Rule 506(c)

Secondaries/Secondary Market

Section 1031 Real Property Exchange

Serviceable Available Market (SAM)

Statement of Cash Flows

Statement of Earnings

Stock Purchase Agreement (SPA)

Subscription Agreement

Succession Planning

Tangible Assets

The Greater Fool Theory

Time Value of Money

Title Certificates

Total Addressable Market (TAM)

Transaction Multiple

Venture Capital

Venture Capital Fund

Working Capital